Latest Institutional Transactions on Ishares Ibonds 2024 Term High (IBHD)
This table provides information on the latest institutional transactions involving Ishares Ibonds 2024 Term High (IBHD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-571- 2.94% |
$13.2K - $13.3K
|
18.9K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1KNew |
$23.1K - $23.3K
|
1K
$23.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.47K- 15.21% |
$150K - $151K
|
36.1K
$838K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.57K- 16.89% |
$82.5K - $83K
|
17.5K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 16.82% |
$47.1K - $47.4K
|
10.1K
$234K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
21.1KNew |
$487K - $490K
|
21.1K
$489K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-69- 0.74% |
$1.6K - $1.61K
|
9.31K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.8KNew |
$504K - $507K
|
21.8K
$506K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
24.6K+ 106.75% |
$569K - $572K
|
47.6K
$1.11M
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-52- 5.9% |
$1.2K - $1.22K
|
829
$19.3K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 1.15% |
$23.2 - $23.4
|
88
$2.05K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
30.6KNew |
$708K - $714K
|
30.6K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-913- 35.85% |
$21.1K - $21.3K
|
1.63K
$38K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
690New |
$16K - $16.1K
|
690
$16K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.07K+ 4.31% |
$24.7K - $25K
|
25.9K
$601K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.27K+ 18.95% |
$75.7K - $76.4K
|
20.5K
$477K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.64K- 9.42% |
$38.1K - $38.4K
|
15.8K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.57K- 14.48% |
$59.5K - $60K
|
15.2K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-250- 20.0% |
$5.79K - $5.85K
|
1K
$23.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
195+ 32.18% |
$4.52K - $4.56K
|
801
$18.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.62KNew |
$200K - $202K
|
8.62K
$200K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.5KNew |
$336K - $339K
|
14.5K
$338K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
26.7KNew |
$617K - $623K
|
26.7K
$620K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
473+ 3.84% |
$11K - $11.1K
|
12.8K
$297K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
10.7KNew |
$248K - $250K
|
10.7K
$249K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$5.18K - $5.24K
|
225
$5.23K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$414 - $419
|
18
$419
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
8.64KNew |
$199K - $201K
|
8.64K
$201K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.39KNew |
$77.9K - $78.9K
|
3.39K
$78.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
318New |
$7.31K - $7.41K
|
318
$7.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
184KNew |
$4.23M - $4.28M
|
184K
$4.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
900+ 8.72% |
$20.7K - $21K
|
11.2K
$261K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.7KNew |
$200K - $203K
|
8.7K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 77.64% |
$692K - $701K
|
8.67K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
18.1KNew |
$415K - $421K
|
18.1K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
51.7KNew |
$1.19M - $1.2M
|
51.7K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-95.9K- 75.51% |
$2.21M - $2.23M
|
31.1K
$723K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.59% |
$69 - $69.9
|
505
$11.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.48KNew |
$149K - $151K
|
6.48K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
198New |
$4.55K - $4.61K
|
198
$4.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-360- 1.79% |
$8.28K - $8.39K
|
19.8K
$460K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
86.4KNew |
$1.99M - $2.01M
|
86.4K
$2.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22K+ 22.76% |
$506K - $513K
|
119K
$2.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.05KNew |
$47.2K - $47.8K
|
2.05K
$47.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.91K+ 5.64% |
$89.8K - $91K
|
73.2K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.56K+ 43.0% |
$220K - $223K
|
31.8K
$739K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.1K+ 11.98% |
$462K - $468K
|
188K
$4.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
250+ 2.21% |
$5.75K - $5.83K
|
11.6K
$269K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
431+ 3.15% |
$9.91K - $10K
|
14.1K
$328K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.4KNew |
$262K - $266K
|
11.4K
$266K
|
|